External Wholesaler - Retirement Plans

As an External Wholesaler for Retirement Plan Services, you will develop and implement a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build and direct the relationship with firms and/or institutions in your assigned territory of LA, MS, AL, & FL panhandle.

Requirements

• 3-5 years' external sales experience in the financial services industry
• FINRA Series SIE, 6, 63, L&H
• Bachelor's degree or equivalent work experience
• Must reside in sales territory
• Analytical skills and close attention to detail
• Effective verbal and written communication skills
• Ability to adapt quickly in a changing work environment

Benefits

• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program